Q4 2017 Holdings
Filed 2018-02-14 | 132 holdings | $341.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $169.1M | 1,330,802 | 49.5% |
| Cytomx Therapeutics Inc(CTMX) | COM | 23284F105 | $52.6M | 2,490,381 | 15.4% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $33.9M | 537,361 | 9.9% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $29.6M | 1,987,400 | 8.6% |
| Aldeyra Therapeutics Inc(ALDX) | COM | 01438T106 | $21.0M | 3,085,458 | 6.1% |
| Adma Biologics Inc(ADMA) | COM | 000899104 | $12.3M | 3,821,102 | 3.6% |
| Cellectis SA(CLLS) | SPONSORED ADS | 15117K103 | $10.2M | 350,000 | 3.0% |
| Caredx Inc(CDNA) | COM | 14167L103 | $7.6M | 1,040,676 | 2.2% |
| Champions Oncology Inc(CSBR) | COM NEW | 15870P307 | $1.5M | 386,540 | 0.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $766.0K | 3,448 | 0.2% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $557.0K | 5,700 | 0.2% |
| Neurocrine Biosciences(NBIX) | COM | 64125C109 | $399.7K | 5,151,589 | 0.1% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $257.4K | 17,888,597 | 0.1% |
| Global Blood Therapeutics in | COM | 37890U108 | $192.4K | 4,889,066 | 0.1% |
| Zogenix Inc | COM NEW | 98978L204 | $160.8K | 3,970,357 | 0.0% |
| LA Jolla Pharmaceutical Co(LJPC) | COM PAR $.0001 2 | 503459604 | $109.0K | 3,388,611 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $86.0K | 1,140,434 | 0.0% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $76.2K | 756,387 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $69.6K | 703,820 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $68.6K | 1,616,259 | 0.0% |
| Retrophin Inc | COM | 761299106 | $56.3K | 2,672,525 | 0.0% |
| Corium Intl Inc | COM | 21887L107 | $56.2K | 5,847,133 | 0.0% |
| Avexis Inc | COM | 05366U100 | $53.1K | 480,141 | 0.0% |
| Dova Pharmaceuticals Inc(DOVA) | COM | 25985T102 | $52.1K | 1,809,015 | 0.0% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $47.3K | 1,421,186 | 0.0% |
| VBI Vaccines Inc(VAC2USD) | COM NEW | 91822J103 | $41.3K | 9,665,843 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $40.3K | 215,000 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $38.2K | 4,776,114 | 0.0% |
| Merit MED SYS Inc(MMSI) | COM | 589889104 | $37.8K | 874,013 | 0.0% |
| Albireo Pharma Inc(BDQM) | COM | 01345P106 | $33.8K | 1,320,000 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $31.3K | 125,900 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $29.9K | 710,726 | 0.0% |
| Quotient Technology Inc | COM | G73268107 | $29.7K | 6,033,020 | 0.0% |
| Xencor Inc(XNCR) | COM | 98401F105 | $28.8K | 1,313,095 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $25.8K | 70,585 | 0.0% |
| Cymabay Therapeutics Inc(CBAYUSD) | COM | 23257D103 | $24.7K | 2,685,882 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $24.4K | 781,309 | 0.0% |
| Assembly Biosciences Inc | COM | 045396108 | $24.3K | 536,626 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $24.1K | 200,000 | 0.0% |
| DBV Technologies SA | SPONSORED ADR | 23306J101 | $24.1K | 978,619 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $24.0K | 427,371 | 0.0% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $23.3K | 662,798 | 0.0% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $21.7K | 745,135 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $20.8K | 138,626 | 0.0% |
| Uniqure NV(QURE) | SHS | N90064101 | $20.5K | 1,047,950 | 0.0% |
| Neptune Technologies Bioreso | COM | 64077P108 | $19.8K | 8,374,015 | 0.0% |
| Avadel Pharmaceuticals PLC | SPONSORED ADR | 05337M104 | $19.6K | 2,391,841 | 0.0% |
| Galapagos NV(GLPG) | SPON ADR | 36315X101 | $19.3K | 206,305 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $19.2K | 77,500 | 0.0% |
| Kadmon Hldgs Inc(KDMN) | COM | 48283N106 | $18.8K | 5,185,847 | 0.0% |